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Chanana notes that U.S.-China geopolitical tensions could reshape the competitive landscape, potentially shifting demand toward non-Chinese suppliers such as Lumentum and Coherent.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0871576103.HKD","LU2289578879.USD","AIPO","COHR","EGGY","LU0164939612.USD","LU2211815571.USD","LU1655091616.SGD","LU0289739343.SGD","LUMA","IE0034224299.USD","FOTO","LU2399975544.HKD","SGXZ81514606.USD","SPRX","LU0164865239.USD","LU2476274308.USD","AGIX","LU0039217434.USD","LU1997244956.HKD","LU0823414551.USD","LU1303224171.USD","LITX","LU1992135472.HKD","LU2357125470.USD","CHAT","LU2272731865.HKD","LAZR","COHC","COHX","LITG","ARTY","LU0327786744.USD","COHH","LU1861215975.USD","LU0634319403.HKD","LU2473716301.USD","IE00B7SZL793.SGD","VTHR","LU1934453819.USD","SGXZ99366536.SGD","QTOC","BK0077","LU2778985437.USD","SG9999011746.SGD","BK4157","LITE","300308","300502","IE00B12V2V27.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658979729","title":"As Lumentum Gears up for Earnings, Here's a Sign the Optical Trade is Clawing Back","url":"https://stock-news.laohu8.com/highlight/detail?id=2658979729","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658979729?lang=en_us&edition=fundamental","pubTime":"2026-08-11 19:46","pubTimestamp":1786448760,"startTime":"0","endTime":"0","summary":"A photonics-themed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycleLumentum reports quarterly earnings after Tuesday's closing bell.The ","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EGGY","LU2211815571.USD","LU2272731782.SGD","LITX","LU0511384066.AUD","LU1548497426.USD","BK4020","LU2272731865.HKD","SGXZ51526630.SGD","LU0205194284.USD","LU1861215975.USD","COHX","LU2322448957.HKD","LU2357125470.USD","LU2931357623.SGD","LAZR","LUMA","IE0031619046.USD","LU2357305700.SGD","LU0240878834.USD","FOTO","LU2249611893.SGD","LU0240877869.USD","SGXZ99366536.SGD","LU2322448791.USD","BK4157","LU0348723411.USD","LU0823414551.USD","BK4585","LU1720051108.HKD","IE00B7SZL793.SGD","BK4588","LU2543165471.USD","LU2272731600.USD","LU2360107168.USD","LU2473716301.USD","SGXZ81514606.USD","LU2294711713.HKD","LU0012050646.USD","LU0205193047.USD","LU0106261612.USD","LU1720051017.SGD","IE00B66KJ199.SGD","LU0289961442.SGD","LYTE","SPRX","LU2506951792.HKD","LU0289739343.SGD","LU0823414478.USD","LU2290526834.HKD","BK4148","COHC","LU1992135399.USD","LU2089985449.USD","COHH","IE00B19Z4B17.USD","LU1861220033.SGD","LITE","LU1992135472.HKD","LU0266013472.USD","COHR","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658964886","title":"Intel Stock Drop Puts 3 AI Infrastructure Shares On Retail Investors Radar","url":"https://stock-news.laohu8.com/highlight/detail?id=2658964886","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658964886?lang=en_us&edition=fundamental","pubTime":"2026-08-11 11:34","pubTimestamp":1786419246,"startTime":"0","endTime":"0","summary":"Intel’s US$15b stock offering has pushed fresh attention onto capital intensive growth, where huge spending on factories, chips, and infrastructure can reshape future earnings power. A 4% pre market drop in Intel shares has some investors worried, while others see potential openings across related large cap stocks. This article walks through 3 companies that sit in the crosshairs of this AI driven capex story.\nThe three stocks covered below are just a starting sample, since the full 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Closing Bell | Megacaps resist mild pullback as Dow edges 0.1% lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1187786330","media":"US Closing Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187786330?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:03","pubTimestamp":1786392184,"startTime":"0","endTime":"0","summary":"MarketAugust 11, U.S. stocks closed mixed with modest losses as investors digested a lull in earnings and awaited fresh inflation data. The Dow Jones Industrial Average fell 0.11%, the S&P 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500 Top and Bottom Performing Stocks at About 03:30 P.m. 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The move comes ahead...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"64560525f7164c3f97e05313b2714ccc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1548497426.USD","BK4157","FSPC","RKLZ","IE00B66KJ199.SGD","LU1992135472.HKD","COHR","LU0053671581.USD","COHH","SMCL","LUMA","SMCZ","MP","USO","LU2272731865.HKD","SMYY","BK4187","LU2272731782.SGD","SMCY","SMCI","BK4564","BK4170","IE00BD6J9T35.USD","BK4615","BK4543","LAZR","ASTN","WTRE","REXC","AXTI","EGGY","FOTO","LU2322448791.USD","ORBX","LU2473716301.USD","AAOI","BK4089","IE00B7SZL793.SGD","SGXZ81514606.USD","SCO","LU1992135399.USD","BK4168","LU2211815571.USD","LU2322448957.HKD","BK4585","LU2272731600.USD","REMX","MPG","MPL","ASTX","IE00B19Z4B17.USD","WSPC","SMCX","SMCC","BK4148","SGXZ99366536.SGD","PTF","LU2931357623.SGD","XITK","RGLO","LU0505663152.USD","LU2357305700.SGD","LU1720051108.HKD","RKLB","COHX","UFO","DIPR","SGXZ51526630.SGD","MARS","FCUS","ASTS","LU1720051017.SGD","BK4570","LU0266013472.USD","LU2290526834.HKD","SPRX","LU1861215975.USD","LU2360107168.USD","LU1861220033.SGD","UCO","COHC","BK4588","IE0031619046.USD","LU2089985449.USD","IE0009354923.USD","WARP","LU0274383776.USD","SETM","BK4147","RKLX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657678984","title":"Coherent Corp’s AI Hopes Clash With Market Jitters","url":"https://stock-news.laohu8.com/highlight/detail?id=2657678984","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657678984?lang=en_us&edition=fundamental","pubTime":"2026-08-08 22:02","pubTimestamp":1786197762,"startTime":"0","endTime":"0","summary":"Coherent Corp ( ($COHR) ) has fallen by -8.76%. 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Corp Stock (COHR) Moved Up by 12.93% on Aug 7: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2657162807","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657162807?lang=en_us&edition=fundamental","pubTime":"2026-08-08 02:15","pubTimestamp":1786126528,"startTime":"0","endTime":"0","summary":"• Coherent Corp outperformed consensus revenue and earnings estimates in the latest quarterly report.\n• High demand for 800G and 1.6T optical transceivers drove significant market valuation gains.\n• Management provided optimistic forward-looking guidance, exceeding analyst projections for margin 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up Nearly 14%, Currently up Seven Consecutive Days, on Track for Longest Winning Streak Since February","url":"https://stock-news.laohu8.com/highlight/detail?id=2657477644","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657477644?lang=en_us&edition=fundamental","pubTime":"2026-08-07 22:33","pubTimestamp":1786113180,"startTime":"0","endTime":"0","summary":"Coherent Corp.  is currently at $380.44, up $46.22 or 13.83%--Would be highest close since June 30, 2026, when it closed at $394.47--On pace for largest percent increase since June 2, 2026, when it rose 17.63%--Currently up seven consecutive days; up 71.33% over this period--Longest winning streak since Feb. 25, 2026, when it rose for eight straight trading days--Best seven day stretch since the seven days ending Aug. 28, 2000, when it rose 114.08%--Up 44.71% this week; best weekly performance since the week ending March 3, 2000, when it rose 128.88%--Up 44.71% month-to-date--Up 106.12% year-to-date--Down 10.88% from its all-time closing high of $426.89 on June 2, 2026--Up 229.56% from 52 weeks ago , when it closed at $115.44--Down 10.88% from its 52-week closing high of $426.89 on June 2, 2026--Up 339.56% from its 52-week closing low of $86.55 on Aug. 20, 2025--Traded as high as $386.77; highest intraday level since June 30, 2026, when it hit $399.45--Up 15.72% at today's intraday 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Shares Hit Highest in over a Month, Last up 12.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657644464","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657644464?lang=en_us&edition=fundamental","pubTime":"2026-08-07 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500 Top and Bottom Performing Stocks at About 03:30 P.m. 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